Sales could be so much sharper.
The forecast is a guess, follow-ups slip and sales and marketing argue about the numbers.
The forecast changes every week
Follow-ups slip after calls
Sales and marketing argue about the numbers
Each one, handed to Erin
Every problem above becomes something Erin does for you, on a schedule or when it happens. Add the ones you want, and build your system as you go.
The forecast changes every week
After each call and meeting Erin updates the CRM and flags stale deals that distort the forecast.
CRM
Meeting notesFollow-ups slip after calls
Erin drafts the follow-up after every client or prospect call and logs the next steps.
Meeting notesCRM
EmailSales and marketing argue about the numbers
Erin drafts the weekly marketing numbers and commentary from your analytics and CRM.
CRMEmailQuiet deals restarted
Deals and proposals that have gone quiet get a relevant next step from Erin.
CRMEmailCustomer language in messaging
Erin keeps your positioning document current with the words customers use in calls and email.
CRMEmailMeeting to action
When a meeting ends, Erin has the actions listed with owners and the follow-ups drafted.
Meeting notes
Chat1.5 hours a day back
Call prep and proposal follow-ups are drafted before he needs them. The extra day a week goes straight back into customer calls and meetings.